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Laura LaTourette, CFP (she, her, hers), is a Registered Principal for LPL Financial. Laura runs the Family Wealth Management Group, an independent practice in Dahlonega, Georgia.
June 21
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The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.
June 21
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From the high price of gas to the size of his blue plate special, Roger Hewins sees worrying signs — and is prepping clients accordingly.
June 21
Team Hewins -
Roger Hewins is the president and founder of Team Hewins, an independent fee-only advisory firm focused on serving family wealth clients, with locations in California and Florida.
June 21
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An emergency cease and desist order stopped the imposters in time.
June 21
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Some clients may have to pay the money back if their jobs or salaries change.
June 21 -
Monica O'Reilly is a vice chair at Deloitte. She leads the organization’s U.S. financial services industry group.
June 21
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Its parent seeks to support more holistic planning by combining it with two other subsidiaries.
June 18
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The deal values the robo advisor at close to $966 million, according to people familiar with the matter.
June 18
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Here's what you missed this week in wealth management.
June 18
